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LK
LK
Larry Michael Kohn
L.M. Kohn & Company
42 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Education Planning
Charitable Giving
Financial Planning & Coaching
Special Needs Planning
Business Owners
High Net Worth
L.M. Kohn & Company
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
15 advisors
Number of Clients
3,641 clients
Average Client Portfolio
$574K average
Assets Under Management
$2.1B
Fee Structure
Investment Management
Planning
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Location
10151 Carver Rd., Suite 100, Cincinnati, OH, 45242
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
October 2006
Closed-No Action
Customer Dispute
July 1988
Award / Judgment
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
L.M. Kohn & Company
October 1999 - Present · 26 yrs 4 mos
L.M. Kohn & Company
Broker
January 1991 - Present · 35 yrs 1 mo
Previous Registrations
Meyer, Kohn & CO.
Broker
January 1986 - December 1990 · 4 yrs 11 mos
Robert H. Leshner & CO., INC.
Broker
June 1984 - January 1986 · 1 yr 7 mos
Mutual Benefit Financial Service Company
Broker
May 1983 - June 1984 · 1 yr 1 mo
State Registrations
49 states
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
Advisor
Broker
Both
Exams
No exam information available for this advisor.